NHL28 | Zetarium

@WilcosX @AethirCloud Depin is still underestimate

DePIN is finally proving it can generate real revenue, not just emissions. And the biggest winners right now are compute networks. ➤ Top revenue generating DePIN projects in 2026: 1/ @AethirCloud ($ATH) The clear leader. Aethir built a decentralized GPU cloud for AI and gaming workloads, and enterprises are actually paying to use it. ~$128M+ revenue in 2025. ~$147M–166M ARR. 435K+ GPU containers. 1.5B+ compute hours delivered. Where the money comes from: AI inference, model training, cloud gaming, media rendering, enterprise GPU rentals. The key difference: real utilization from real customers. 2/ @render ($RENDER) Originally focused on decentralized rendering, but now heavily benefiting from AI demand. - $38M revenue in Jan 2026 alone. - Millions of frames rendered. - Growing AI inference activity. Where the money comes from: 3D rendering, AI image/video generation, creative workloads, GPU compute access. As GPU shortages continue, Render becomes an alternative compute marketplace. 3/ @helium ($HNT) The first DePIN project that truly achieved mainstream adoption. Helium monetizes decentralized wireless infrastructure. Hundreds of thousands of mobile subscribers Revenue from mobile plans + data credits. Partnerships with telecom giants like T-Mobile. Where the money comes from: 5G/mobile usage, IoT connectivity, carrier offloading. This is one of the few crypto networks with real world recurring subscription revenue. 4/ @GEODNET ($GEOD) Quietly becoming critical infrastructure for drones, robotics, and autonomous systems. - 21K+ RTK stations globally. - $6M–8M ARR and growing fast. Where the money comes from: Precision GPS/RTK correction data sold to enterprises. Use cases: drones, surveying, robotics, agriculture, autonomous navigation. 5/ @Hivemapper Building decentralized Google Maps style infrastructure. Drivers collect street level imagery while enterprises pay for constantly refreshed map data. Where the money comes from: mapping APIs, enterprise geospatial data, logistics and autonomous driving datasets. Fresh real world data is becoming extremely valuable for AI and robotics. --- The bigger trend: DePIN revenue is shifting toward AI infrastructure. Storage mattered in the last cycle. Compute, bandwidth, mapping, and wireless matter now. The market is rewarding projects with: real usage, enterprise demand, sustainable token models, recurring revenue. The era of “token incentives only” is fading. Now the question is: Which DePIN networks can scale into actual infrastructure businesses?

@WilcosX @bankrbot Virtual still my fav fr

Base AI wars are getting interesting. Right now, two names dominate the conversation: $BNKR vs solana:3iQL8BFS2vE7mww4ehAqQHAsbmRNCrPxizWAT2Zfyr9y ! Both are building around AI agents on Base, but they’re playing completely different games. --- @bankrbot feels like the “consumer AI layer.” - Launch tokens directly from X/Telegram. - Natural language trading. - Real fee generation. - Social-native UX. - Massive memecoin + agent launch volume. It’s basically turning AI agents into degens with wallets. And the numbers are hard to ignore: ~$4.3B+ launchpad volume. ~90%+ Base launchpad share. 187k+ wallets. Recently outperforming Pump.fun on Base. What makes Bankr interesting is the flywheel. More launches → more trading fees → more funding for AI infra → better agents → more users. That’s a very strong loop. --- Meanwhile, @virtuals_io is aiming much bigger. solana:3iQL8BFS2vE7mww4ehAqQHAsbmRNCrPxizWAT2Zfyr9y is not just a launchpad. It’s trying to build the operating system for autonomous AI economies: - Agent commerce. - Agent-to-agent payments. - Tokenized AI workers. - Co-owned agents. - AI capital markets. - Cross chain agent infrastructure. --- Bankr is optimizing for distribution. Virtuals is optimizing for civilization scale infrastructure. That’s the key difference. Short term winner on Base right now = $BNKR The traction, revenue, and user activity are simply stronger today. It has product market fit with traders and creators NOW. But long term? solana:3iQL8BFS2vE7mww4ehAqQHAsbmRNCrPxizWAT2Zfyr9y probably has the larger upside if the AI agent economy actually becomes real. Because infrastructure layers usually capture more value than consumer apps once ecosystems mature. ---- Bankr could struggle if hype cycles cool down. Virtuals could become too abstract before mass adoption arrives. Personally, I think both survive. Bankr becomes the dominant social trading + launch layer. Virtuals becomes the backend economy powering autonomous agents. And honestly, Base might need both. One brings users. One builds the future economy.

@WilcosX This is new trend most people dont notice

Tokenized ETFs are quietly becoming one of the fastest growing sectors in crypto right now. The market is already sitting around $1.4B TVL. And it nearly tripled since late 2025. What stands out to me is that this isn’t just another short term narrative pump. This is real financial infrastructure moving onchain. A few numbers caught my attention: - Ondo Finance now controls ~70% of the market. - Daily onchain settlement volume across major platforms already exceeds $400M. - Monthly volume grew 12x in just 6 months. - Tokenized ETF flows now represent over 18% of relevant RWA activity. What makes this trend important is that adoption is coming from multiple directions at once: → DeFi liquidity. → Institutional settlement. → Global payments. → Retail stock access. → Treasury products. → Cross-border investing. And unlike previous RWA cycles, growth is no longer concentrated in one single asset category. The leaders actually building the rails: @OndoFinance : Crossed $1B TVL with 200+ tokenized U.S. stocks and ETFs already live onchain. @xStocksFi : Built one of the strongest DeFi liquidity layers for tokenized equities. Already processed $25B+ cumulative transaction volume with 100+ fully backed assets on Solana. @DinariGlobal : First broker dealer licensed for tokenized shares (dShares), targeting retail and platform integrations. @RobinhoodApp Now bringing 2,000+ tokenized U.S. stocks and ETFs to EU users through Robinhood custody infrastructure. @WisdomTreePrime Already offers 24/7 trading and instant settlement for tokenized Treasury and ETF products inside its wallet ecosystem. The upside still feels massively underestimated to me. Current tokenized equity TVL: ~$1.4B If this reaches just $10B by year end: that’s another 7x expansion in less than a year. And zooming out further: Even capturing only 0.5% of the $120T+ global equity and ETF market would imply a 50-100x expansion over the next few years. That’s why I think tokenized equities may become one of the most important bridges between traditional finance and crypto. The flywheel here looks faster than almost every other crypto macro trend I’m watching right now.

Prediction markets were never supposed to be limited to a few curated headlines. @42space is turning every narrative, every opinion, every community into something tradable. The most valuable markets won’t be created by institutions. They’ll be created by users.

@WilcosX @42space They building a great product fr

@WilcosX @re is building something real

Everyone talks about RWA growth. But when I look deeper, not every sector is actually being USED. Some sectors are huge on paper. Others are smaller but already generating real yield inside DeFi. Current RWA market: Total on-chain RWA → ~$29B Treasuries/Bonds → $22.7B Tokenized Gold → $5.99B Private Credit → $3.79B Reinsurance → $352M Equities → $1.29B --- The interesting part is DeFi utilization. Private Credit already has ~30% actively used in DeFi. Real-world lending. Real cash flow. 5–12% yield. I’m watching @maplefinance & @centrifuge closely here. Reinsurance is even crazier. Almost 89% utilization in DeFi leading by @re . This is one of the few sectors where crypto actually improves capital efficiency instead of just tokenizing assets for narrative. --- And the TAM is massive. If only 10% of traditional reinsurance moves onchain, we’re potentially looking at a near $100B sector alone. Treasuries are still the giant. But most of the liquidity is sitting idle. Ondo, BUIDL, USYC are leading, but composability still feels early. Then there’s RWA perps & tokenized equities. This might become the easiest gateway for TradFi users entering crypto. @HyperliquidX , @Ostium , @PreStocks are already proving demand exists. Especially for pre-IPO exposure. --- Right now, I think the strongest long term opportunities are still: - Private Credit. - Reinsurance. Because they combine: - Real economic yield. - High DeFi usage. - Massive traditional markets. That combination is hard to ignore.

I Think @solana feels like one of the most important chains to watch going into the second half of 2026. Even with $SOL still trading around $86–88, nearly 70% below ATH, the network activity itself hasn’t slowed down. What stands out to me is that Solana’s fundamentals look much stronger than price action suggests: - Stablecoin supply sitting near $15B . - DEX volume constantly competing with or surpassing Ethereum. - RWA sector exploding toward multi billion dollar scale. - Massive onchain activity driven by low fees + fast execution. - Institutions continuing to build around the ecosystem. ----- Projects I’m watching closely on Solana: @JupiterExchange ($JUP) Still the liquidity hub of Solana. Swaps, perps, DCA, routing, feels like core infrastructure now. @kamino ($KMNO) One of the strongest DeFi products on Solana right now. Lending, vaults, RWAs, automated strategies. @DriftProtocol ($DRIFT) Fast growing derivatives platform with strong product execution. @jito_sol ( $JITO) Dominating liquid staking and becoming deeply integrated into Solana’s validator economy. @PythNetwork Critical oracle infrastructure powering a huge part of Solana DeFi. @OndoFinance + RWA ecosystem This narrative keeps getting stronger. Tokenized treasuries, credit, institutional assets all feel early. @Raydium / @MeteoraAG / @orca_so Still core liquidity engines of the ecosystem. @bonk_inu + Pump.fun ecosystem High risk obviously, but memecoins continue driving massive user onboarding and revenue on Solana. --- Solana is evolving beyond the “cheap and fast chain” narrative. It’s increasingly becoming a serious liquidity + infrastructure layer for trading, payments, RWAs, and consumer crypto apps. The next few quarters will probably depend heavily on: - Firedancer progress. - Institutional flows. - Stablecoin growth. - Whether retail memecoin cycles return again. But overall, Solana still feels like one of the highest attention ecosystems in crypto right now. Love to hear thought of legend on Sol!

@WilcosX @solana @SolanaSensei @leonardnftpage SOL is something unbeatable

$XMR vs $ZEC — the two privacy giants. But if privacy demand explodes again, who actually has more upside? $XMR chose one path: full privacy, all the time. Every transaction is hidden by default. No opt-in. No transparent mode. With FCMP++ now live, Monero’s anonymity set became dramatically larger, making tracing far harder than before. That’s why many still see $XMR as the true digital cash narrative. But that same strength is also its biggest weakness. More exchange delistings. More regulatory pressure. Less institutional accessibility. --- Meanwhile $ZEC took a completely different approach. Optional privacy + compliance flexibility. Shielded transactions powered by zk-SNARKs are incredibly advanced cryptographically, but users can still choose transparent transfers when needed. That tradeoff may actually matter a lot in the next cycle. Because institutions don’t want “untraceable.” They want “selectively private.” And that’s where $ZEC is quietly gaining momentum: - Grayscale trust + ETF narrative. - Easier exchange listings. - Growing shielded adoption. - Better fit for regulated finance. The market is already reflecting this. --- $XMR feels stronger fundamentally for real privacy usage. $ZEC feels stronger for capital inflows and speculation. If the world moves toward surveillance resistance and decentralized usage → $XMR wins long term. If TradFi enters privacy crypto through regulated products → $ZEC probably outperforms faster. One is “privacy purity.” The other is “compliant privacy.” Both narratives are getting stronger in 2026. And honestly, privacy may become one of the biggest crypto narratives again sooner than people expect. Which one is ur bet?

@WilcosX Am more like $XMR guys

@WilcosX $WC2026 is a good ticker fr

World Cup 2026 meme coins are starting to feel like the next PvP casino on Solana. I’ve been tracking tickers like $WCMEME, $WC2026, $FWC2026, and honestly the pattern is already familiar: sports narrative + global attention + ultra low liquidity = explosive pumps followed by brutal nukes. Some of these coins did 20x attention faster than they built actual communities. One token dropped almost 96% after the first hype wave. Another launched with “official World Cup meme” branding despite having zero FIFA connection. That’s the game. ---- Most of these plays have: - No utility. - Anonymous teams. - No audits. - Tiny liquidity pools. - Pure emotional speculation. But that’s also why they’ll keep attracting degens. World Cup is one of the biggest attention events on Earth. Crypto loves attention more than fundamentals. The important thing is understanding the difference between: “good investment” and “good attention trade.” Most World Cup memes will probably die. But during peak hype? Some of them will move harder than serious projects with real products. That’s meme market psychology. Treat it like a casino narrative, not a retirement portfolio. What is ur fav ticker ?

@WilcosX @defiapp @solsticefi @aigaealabs @xmaquina waitting for $DEUS

Biggest week of TGEs & launches incoming. Save this 👇 May 18: → @defiapp ($HOME) launches Rocket Perps Beta. May 21: → @solsticefi ($SLX) Token Generation Event. May 24: → @aigaealabs ($GAEA) Token Generation Event. May 27 (Double drop day) → @xmaquina ($DEUS) TGE. → @dropee_app ($DROPEE) TGE. May 29 → CME Group goes full 24/7 Crypto Trading (institutional money loading) Other May Launches: - MegaETH Mobile OS. - Variational RWA Perps Phase 1. - Nexus, Printr (with airdrop), Citrea, KAIO TGEs TradFi + DeFi narrative colliding hard this month. Which event are you most bullish on? DYOR | NFA

Watching $ZEC this month ! Hit $640, now $545 but still strong. Privacy tech + big institutions backing it + real usage = why I’m holding @Zcash . Momentum looks solid → $600–$640 next? Could happen. Volatile? Yes. But this mix makes it worth a spot in my portfolio. NFA!

@WilcosX @Zcash sound good to hold fr